Leadership Team, Current Client
As you know, the review of service providers was part of our Trustee obligations. The past service, expert consulting, local presence and reasonable fees offered by WR best fit the needs of our firm today compared to your local/national competitors.…just as you did 10 years or so ago.
Office Manager, Current Client
You are like my personal 401K tutor, I really appreciate it.
Founder & CEO, Current Client
THANKS for all the great work you did in getting our ESOP up and running!
CFO, VP, Current Client
Thank you for all the info this morning. You made it very easy for me and I appreciate that.
Registered Representative, Financial Advisor
Just wanted to say “Thank You” to you and your team. What a long and detailed meeting today. But job well done!
Director, Human Resources, Current Client
It has been a pleasure working with you these past years, you are always so accommodating, efficient and super nice.
Vice President, Administration, Current Client
You have facilitated a very smooth transition. I appreciated, very much, the regular updates throughout the conversion.
Participant, Current Client
Thank you!!!! Thank you times infinity! I appreciate your persistence and your effort. I also appreciate your responsiveness! You're the best!
Human Resources Manager, Current Client
Great! Thanks again. The whole team is always so helpful!
Financial Services Administrator, Business Partner
You are so amazing!!! I knew you could help me.... Thanks!